Jensen Group Wealth Management at Morgan Stanley

Jeff Jensen is a Managing Director of Wealth Management and the founder of the Jensen Group Wealth Management at Morgan Stanley.

For over 25 years, Jeff has dedicated his career to providing highly customized advice and investment solutions to a broad array of clients that includes highly successful families, foundations, nonprofits, private companies and reinsurance portfolios for auto dealerships. Over the course of his career, he has developed a comprehensive, yet simple philosophy: To provide an “outsourced Chief Investment Officer program” by combining tailored advisory services with the processes and systems required to help meet a client’s fiduciary obligations.

Since becoming a Financial Advisor in 1994, Jeff has remained committed to professional development and advanced learning. An alumnus of the University of Wisconsin - Eau Claire, he has earned the following industry designations: Certified Investment Management Analyst (CIMA^®) from The Wharton School, University of Pennsylvania and Chartered Retirement Plans Specialist (CRPS^®). Morgan Stanley has named him a Family Wealth Director, a credential achieved by fewer than four percent of the firm’s Financial Advisors as of January 2022, and a Corporate Retirement Director, upon completing the firm’s rigorous certification programs.

To help clients receive what he believes is a “best in class” experience, Jeff works directly with Morgan Stanley’s Consulting Group, one of the oldest, most experienced firms in the country. He fully utilizes the Group’s experience to provide the most objective information available. In 2005, Jeff was named a Senior Investment Management Consultant (SIMC), an honor earned only through the Consulting Group.

Jeff’s commitment to his community is reflected in his work with nonprofits and his involvement in philanthropy. He is the founder of a quarterly lecture series called “Build Community Capital,” which brings community, business and nonprofit organizations together to discuss fresh ideas for creating new capital opportunities in Colorado Springs. He is also a member of the Association of Professional Investment Consultants (APIC).

Jeff resides in Colorado Springs with his wife and two children. Among his many hobbies, he is passionate about photography and travels to uncharted areas to gain an understanding of indigenous peoples. Through his visual storytelling, he challenges ethnocentric views and inspires learning. Jeff also enjoys running, hiking, and skiing. He and his family love to travel and hope to visit every country in the world.

With more than 30 years of experience in the financial services industry, Shari is a Portfolio Associate and Financial Planning Associate with The Jensen Group. She is responsible for all operational activities for the Group, including trading activities, account servicing and overseeing the Managed Accounts operation.

Shari joined Morgan Stanley in 1993 and has been an important member of The Jensen Group since 2000. She graduated from Kellogg Community College with an Associate's degree in Accounting in 1984. She maintains her Series 7 and 66 licenses.

Originally from Michigan, Shari and her husband, Kevin, have lived in Colorado Springs for nearly 40 years. They have a beautiful black lab named Chance. An avid outdoorswoman, Shari loves to work out and has competed in several fitness competitions. Her favorite activities include hiking, camping and motorcycling. Shari has climbed all of the 14ers in Colorado and many of them several times.

As the Jensen Group's Wealth Management Analyst, Donny is responsible for researching and evaluating all the investments and allocation recommendations for our clients’ portfolios.

Born and raised in Tucson, Donny graduated magna cum laude from the University of Arizona in 2012 with a B.S. in Finance and a B.A. in Spanish Literature. Prior to joining Morgan Stanley, Donny worked for T. Rowe Price, supporting financial advisors with questions about their investments. Donny earned his Chartered Financial Analyst (CFA) designation in 2019 and is a member of the CFA Society of Colorado.

Donny and his wife, Claudine, have been calling Colorado Springs their home since 2012. They have three sons, Bryce, Gael and Oliver, who keep them very busy with sports and other outdoor activities. Donny loves to travel. In college, he spent a year in Chile and a summer internship in Costa Rica, helping him become fluent in Spanish. Donny got married in Peru, his wife’s native home. They honeymooned in the Amazon jungle.

Kassidee is a Senior Registered Associate at Jensen Group Wealth Management. With ten years of industry experience, she is committed to building strong relationships with clients and the various business units within Morgan Stanley. Kassidee oversees tasks that support the day-to-day management of the team’s longstanding wealth management practice.

From the largest task to the smallest request, Kassidee works diligently to help exceed client expectations. Her core responsibilities are essential to enabling the team to carry out its mission of helping successful families, businesses and institutions manage their wealth more effectively. She coordinates various operational and client service activities, including opening new accounts and transferring cash and securities. Prior to joining Morgan Stanley in 2014, Kassidee worked in media.

Originally from Wichita, KS, Kassidee recently moved to Colorado with her husband, Cory, and their dog, Zoey. Outside of the office, Kassidee’ s favorite activities include hiking, camping, and reading.

Kyle is the Financial Planning Analyst at Jensen Group Wealth Management who brings 7 years of industry experience. Prior to joining Morgan Stanley, Kyle worked at Charles Schwab and Fidelity Investments. He is a Certified Financial Planner^® practitioner and Certified Private Wealth Advisor^® who is passionate about building financial plans with his clients. He is responsible for developing and implementing sustainable plans with his clients in an effort to ensure they have a successful financial plan in place.

Kyle was born and raised in the Colorado mountains and enjoys spending as much time as he can outdoors. When he is not in the office, he and his wife can be found in the mountains skiing in the Winter or camping and fishing in the Summer.

Jessica is a Client Service Associate at Jensen Group Wealth Management. With 9 years of prior experience in the financial services industry, Jessica is looking forward to building client relationships and getting to know the clients we serve. She strives to provide excellent customer service and prides herself in creating meaningful interactions.

Originally from Des Moines, Iowa, Jessica has now lived in Colorado for 8 years. She recently moved to the Colorado Springs area January of 2024. Jessica enjoys hiking, traveling, going to concerts/sporting events, and spending time/ going on walks with her very active and cheerful 6-month-old Goldendoodle, Rebel.

Jonathan is a Business Development Associate at Jensen Group Wealth Management. With 8 years of industry experience in the financial services industry, Jonathan brings an array of knowledge from working in different capacities on different teams and different firms. Jonathan recently moved from Texas, where he lived for the last 20+ years, and is a new resident of Colorado. He was born in Bucaramanga, Colombia, but raised in Keller, Texas. Jonathan graduated from Texas A&M University with a degree in economics and a minor in business administration.

Prior to joining The Jensen Group Wealth Management, Jonathan served as a Business Development Associate for another Morgan Stanley team in Dallas. He helped transition close to $1B from Merrill Lynch, where he served as a Registered Client Service Associate. Before that, he was a wealth advisory analyst for J.P. Morgan Chase, where he helped clients and advisors build financial strategies that best suited clients by having a goals-based conversation and helping clients feel comfortable about their retirement.

Being a relatively active person, Jonathan is extremely excited about this new adventure in Colorado and looks forward to hiking, camping, snowboarding, and taking in all that Colorado has to offer.

Redding was born and raised in Dallas, Texas, attended Cistercian Preparatory School, and graduated from Thomas Jefferson High School as a National Merit Scholarship recipient. Growing up alongside the internet, Redding played with Super Nintendo, dial-up modems, and spreadsheets. During high school he brought his love for technology together with finance, developing and maintaining assumption-driven financial forecast models for his father's clients.

Redding entered the wealth management industry in 2004, joining Merrill Lynch in the downtown Dallas office's operations department. After earning his securities licenses, he served as an associate with an advisory team focused on employee stock option plan administration servicing grants for nine publicly traded corporations; he then joined Merrill's Private Banking and Investment Group to manage an advisor transition from competition. During this period Redding also began studying for the Chartered Financial Analyst (CFA) designation and, inspired by a custom holiday client gift order, launched a local artisan chocolate brand with the chef - Dude, Sweet Chocolate.

Redding served for four years on the board of directors and audit and finance committee of The Family Place, an organization helping victims of family violence in North Texas. His next step in the financial world was to View Capital Advisors, joining their research team as an analyst assisting in all aspects the investment management process for high-net-worth clients. Redding was awarded the Chartered Financial Analyst designation in 2012 - however - Dude, Sweet Chocolate had grown significantly, and he decided to give it his full attention, spending the next ten years as a managing member handling operations, finance and accounting, distribution, and other non-culinary aspects of the business.

Redding reentered the wealth management industry in 2021 - joining Merrill Lynch months before his team transitioned to Morgan Stanley, where he now serves as a Wealth Management Analyst. Redding moved to Colorado Springs from Dallas in 2025, along with his wife and two young daughters who dance, swim, ball, fight, cry, joke, and laugh (and, soon, ski). When they are not available for entertainment, he reads; mostly non-fiction, especially science, tech, true crime, and history.